See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,459 | $140,588-57.0% | $123,104-50.9% | $125,391-51.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -2.09% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,854 | $6,041-69.3% | $5,151-64.0% | $4,866-61.9% |
| Participant deferral / active EE | $6,414 | $6,980-8.1% | $6,230+3.0% | $5,352+19.9% |
| Admin fee / account holder | $156 | $11,198-98.6% | $9,015-98.3% | $9,540-98.4% |